Convert from work-in-progress

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To create a production document to record completion of manufacturing a product from components:

1. Do one of the following:
   • To generate a production document based on a single work-in-progress document, select or open the document. Then click Generate > Production.
   • To create a production document from scratch, go to Production, then, under Production, click Production. Then, click Create.

   Note. When generating production documents, make sure that the source work-in-progress document has Production process type.

   It is recommended that you select the source work-in-progress documents from the Works-in-progress tab of the Production list. This tab only displays work-in-progress documents that satisfy all of the following conditions:

   • Status is Completed.
   • No production documents are yet registered for them.

   This reduces the chance of accidentally generating a production document from an unsuitable work-in-progress document.

2. Specify general details:
   • Set Process type to Convert from work-in-progress.
   • Fill in the remaining fields as necessary.
3. On the Finished products tab, specify products that were manufactured:
   • To fill in products automatically from the production order, click next to the Production order field above.
     This option is only available if you specified a source production order in the general details.
   • To import product list from a spreadsheet file, click and follow the data import wizard instructions.
   • To select products from the Products catalog, click Select.
   • To add products manually, click Add and fill in product details.
   • To find products by barcode, click .
4. On the Components tab, specify components that were consumed during production:
   • To fill in components automatically from the production order, click next to the Production order field above.
     This option is only available if you specified a source production order in the general details.
   • To fill in components automatically from a bill of materials, click Fill from BOM.
     This option is only available if you specified a bill of materials for at least one product on the Finished products tab.
   • To select components from the Products catalog, click Select.
   • To add components manually, click Add and fill in component details.
   • To find components by barcode, click .
5. On the Operations tab, specify operations that were completed during production.
6. Optional: On the By-products tab, specify by-products that were created during production.
7. Optional: On the Allocation tab, specify allocation details for the components:
   • To fill in the allocation details automatically from a bill of materials, click Automatic.
   • To specify the allocation details manually:
     1. Click Manual.
     2. Click Allocate automatically to allocate the components to products automatically.
     3. Make manual changes to the proposed allocated quantities, if necessary.
     4. Click Check allocation correctness to check whether all consumed components are fully allocated.
        The total allocated quantity of each component in the Quantity (component) column must match the total quantity of this component on the Components tab.
        If the quantities do not match, edit the Quantity (component) column accordingly.
8. Optional: On the Additional information tab, specify additional information.
9. Click Post and close.

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